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AKP

Alliance Californa Muni Fd
AKP

Delisted

AKP was delisted on the 2nd of May, 2019.

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21 hedge funds and large institutions have $9.29M invested in Alliance Californa Muni Fd in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

24% more funds holding

Funds holding: 17 → 21 (+4)

6% less capital invested

Capital invested by funds: $9.88M → $9.29M (-$584K)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
TFS Capital
Pennsylvania
+$207K
2
WAM
Wolverine Asset Management
Illinois
+$199K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$135K
4
U
UBS
Switzerland
+$74.8K
5
KIM
Karpus Investment Management
New York
+$66.9K

Top Sellers

1
DA
Doliver Advisors
Texas
-$342K
2
Wells Fargo
Wells Fargo
California
-$223K
3
Invesco
Invesco
Georgia
-$194K
4
GC
Guggenheim Capital
Illinois
-$26K
5
TRCT
Tower Research Capital (TRC)
New York
-$2.87K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$3.1M -$194K -15,995 -6%
GC
2
Guggenheim Capital
Illinois
$1.94M -$26K -2,143 -1%
WAM
3
Wolverine Asset Management
Illinois
$1.23M +$199K +16,401 +19%
KIM
4
Karpus Investment Management
New York
$614K +$66.9K +5,507 +12%
Wells Fargo
5
Wells Fargo
California
$438K -$223K -18,394 -34%
DA
6
Doliver Advisors
Texas
$433K -$342K -28,143 -44%
Morgan Stanley
7
Morgan Stanley
New York
$311K +$27.5K +2,267 +10%
TC
8
TFS Capital
Pennsylvania
$208K +$207K +17,075 New
Bank of America
9
Bank of America
North Carolina
$164K +$7.29K +600 +5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$136K +$135K +11,146 New
WT
11
Whittier Trust
California
$125K – – –
U
12
UBS
Switzerland
$117K +$74.8K +6,161 +182%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$111K +$47.4K +3,900 +75%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$100K +$49.4K +4,070 +99%
AIG
15
American International Group
New York
$90.9K +$10.5K +866 +13%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$61K – – –
Creative Planning
17
Creative Planning
Kansas
$45K – – –
Jones Financial Companies
18
Jones Financial Companies
Missouri
$36K +$36.2K +2,980 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$20K +$219 +18 +1%
TRCT
20
Tower Research Capital (TRC)
New York
$4K -$2.87K -236 -44%
Nomura Holdings
21
Nomura Holdings
Japan
$2K +$2.43K +200 New

AKP Hedge Fund Activity: Q3 2013 in Review

21 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q3 2013, worth a combined $9.29M — down 5.9% from $9.88M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AKP positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was TFS Capital, opening a new position worth an estimated $207K. The largest seller was Doliver Advisors, cutting an estimated $342K.

  • 21 institutional investors held Alliance Californa Muni Fd (AKP) as of Q3 2013, up from 17 in Q2 2013.
  • Funds reported $9.29M of Alliance Californa Muni Fd stock for Q3 2013, down 5.9% quarter-over-quarter.
  • 4 funds opened new Alliance Californa Muni Fd positions in Q3 2013 and 0 closed out, a net change of +4 holders.
  • The largest Alliance Californa Muni Fd buyer in Q3 2013 was TFS Capital, an estimated $207K added.
  • The largest Alliance Californa Muni Fd seller in Q3 2013 was Doliver Advisors, an estimated $342K sold.

Based on aggregated 13F filings for Q3 2013.